-
Need to default Owner on the Interaction to the user inputting the interaction
When you enter an interaction through a plan, it defaults the owner to the user inputting the plan. However, when you add an interaction outside a plan it does not default the owner. It is time consuming to have to look yourself up everytime you e...0 Shipped
-
Interaction category change should blank out sub-category
When editing an interaction the user can change the category and it appears to save. But it doesn't save the change unless the subcategory is edited too. There is no warning or alert about changing the subcategory too so this causes the user to in...0 Shipped
-
Unable to create recurring interactions
I have some interactions that will occur each month, such as a phone call. I would like to set this up as recurring so that I don't have to keep re-entering it.0 Shipped
-
Interactions sort
Interactions are sorted oldest to newest, we would like the default view to be newest to oldest so that the most recent interaction is at the top of the list.0 Shipped
-
make the Interaction Status drop down mimic the Plan Status drop down
Currently, the Interaction Status field drop down contains only 'Pending' and 'Completed' options. However, in order to fully streamline the use of interactions and plan steps for our Fundraisers we would like the Interaction Status field to list ...0 Shipped
-
Unable to view interaction immediately after it is created.
No description provided